Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 1301 | $196,334 | 9,052 | 0.00 | 0.00 | -2,160 | -19.27 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC | COM | 1302 | $200,388 | 9,010 | 0.00 | 0.00 | -245 | -2.65 | 09-30-2023 |
KENFARB & CO | COM | 1303 | $200,070 | 9,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FULLER & THALER ASSET MANAGEMENT INC | Com | 1304 | $194,299 | 8,958 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |